FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.5B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.41B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$81.4M
2
+$48M
3
+$28.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$24.3M
5
GS icon
Goldman Sachs
GS
+$22.6M

Top Sells

1
+$115M
2
+$50.3M
3
+$48.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$45.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$41.3M

Sector Composition

1 Technology 22.6%
2 Industrials 12.52%
3 Financials 12.49%
4 Communication Services 12.26%
5 Consumer Discretionary 12.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.89M 0.08%
62,314
-22,750
177
$7.88M 0.08%
329,146
+53,746
178
$7.88M 0.08%
54,402
-500
179
$7.88M 0.08%
452,305
+6,538
180
$7.86M 0.08%
80,228
+3,113
181
$7.85M 0.08%
96,800
-17,900
182
$7.8M 0.08%
193,227
+3,727
183
$7.76M 0.08%
34,200
-10,288
184
$7.76M 0.08%
113,462
-11,426
185
$7.74M 0.08%
55,481
+470
186
$7.73M 0.08%
159,066
-2,361
187
$7.72M 0.08%
288,355
-57,045
188
$7.71M 0.08%
48,965
+594
189
$7.67M 0.08%
+96,014
190
$7.66M 0.08%
99,289
-28,411
191
$7.57M 0.08%
82,916
+728
192
$7.55M 0.08%
94,186
-18,893
193
$7.52M 0.08%
38,176
-583,692
194
$7.47M 0.08%
152,864
-56,562
195
$7.22M 0.08%
70,796
+5,692
196
$7.18M 0.08%
59,224
-4,276
197
$7.15M 0.08%
117,569
-31,268
198
$7.13M 0.08%
77,651
-37,849
199
$7.05M 0.07%
66,746
+586
200
$7.05M 0.07%
47,046
-536
6 7
8
9 10